CreativeOne Wealth’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
2,640
+1,539
+140% +$443K 0.02% 618
2025
Q1
$255K Buy
+1,101
New +$255K 0.01% 916
2024
Q2
Sell
-1,425
Closed -$330K 916
2024
Q1
$330K Buy
1,425
+223
+19% +$51.6K 0.01% 692
2023
Q4
$232K Sell
1,202
-158
-12% -$30.5K 0.01% 572
2023
Q3
$277K Sell
1,360
-208
-13% -$42.4K 0.02% 459
2023
Q2
$310K Sell
1,568
-4
-0.3% -$791 0.01% 638
2023
Q1
$289K Buy
1,572
+18
+1% +$3.31K 0.01% 649
2022
Q4
$251K Sell
1,554
-106
-6% -$17.1K 0.01% 635
2022
Q3
$274K Buy
1,660
+202
+14% +$33.3K 0.02% 571
2022
Q2
$288K Buy
1,458
+28
+2% +$5.53K 0.02% 574
2022
Q1
$304K Sell
1,430
-98
-6% -$20.8K 0.02% 574
2021
Q4
$391K Buy
1,528
+291
+24% +$74.5K 0.02% 516
2021
Q3
$356K Buy
1,237
+369
+43% +$106K 0.02% 502
2021
Q2
$270K Buy
+868
New +$270K 0.02% 566
2021
Q1
Sell
-1,466
Closed -$399K 612
2020
Q4
$399K Buy
+1,466
New +$399K 0.03% 324